A detailed history of Wealth Architects, LLC transactions in Southern CO stock. As of the latest transaction made, Wealth Architects, LLC holds 2,539 shares of SO stock, worth $214,748. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,539
Holding current value
$214,748
% of portfolio
0.03%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024

BUY
$77.0 - $90.52 $195,503 - $229,830
2,539 New
2,539 $228,000
Q1 2020

Apr 23, 2020

SELL
$43.23 - $70.85 $145,123 - $237,843
-3,357 Closed
0 $0
Q4 2019

Jan 28, 2020

SELL
$60.33 - $63.86 $120 - $127
-2 Reduced 0.06%
3,357 $214,000
Q3 2019

Oct 23, 2019

BUY
$54.84 - $61.98 $184,207 - $208,190
3,359 New
3,359 $207,000
Q4 2017

Jan 31, 2018

SELL
$48.05 - $53.25 $199,647 - $221,253
-4,155 Closed
0 $0
Q3 2017

Nov 08, 2017

SELL
$47.92 - $50.64 $7,954 - $8,406
-166 Reduced 3.84%
4,155 $204,000
Q2 2017

Aug 10, 2017

BUY
N/A
4,321
4,321 $206,000

Others Institutions Holding SO

About SOUTHERN CO


  • Ticker SO
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 1,088,669,952
  • Market Cap $92.1B
  • Description
  • The Southern Company, through its subsidiaries, engages in the generation, transmission, and distribution of electricity. It operates through Gas Distribution Operations, Gas Pipeline Investments, Wholesale Gas Services, and Gas Marketing Services segments. The company also develops, constructs, acquires, owns, and manages power generation asset...
More about SO
Track This Portfolio

Track Wealth Architects, LLC Portfolio

Follow Wealth Architects, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Architects, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Architects, LLC with notifications on news.